# Preservation Equity Fund Advisors, LLC

> Preservation Equity Fund Advisors, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 300968
- Filed as: PRESERVATION EQUITY FUND ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300968
- AdvisorCensus page: https://advisorcensus.com/firm/preservation-equity-fund-advisors-llc-irvine-ca-300968

## Quick answers

**How is Preservation Equity Fund Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Preservation Equity Fund Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Preservation Equity Fund Advisors, LLC located?**
Preservation Equity Fund Advisors, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Preservation Equity Fund Advisors, LLC registered with the SEC or a state?**
Preservation Equity Fund Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 300968.

**How much does Preservation Equity Fund Advisors, LLC manage?**
Preservation Equity Fund Advisors, LLC reports $502,879,532 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Preservation Equity Fund Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Preservation Equity Fund Advisors, LLC: Regulatory assets under management: $179,600,000 in the October 2022 data and $502,879,532 in the October 2026 data, up 180%. Total employees: 8 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Preservation Equity Fund Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Preservation Equity Fund Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300968

**What changed in Preservation Equity Fund Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $418,908,282 to $502,879,532 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $502,879,532
- Discretionary: $502,879,532
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $502,879,532 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pefadvisors.com
- LinkedIn @preservation-equity-fund-advisors-pef-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $179,600,000 | 8 | March 31, 2022 |
| October 2023 | $309,124,146 | 13 | March 28, 2023 |
| October 2024 | $392,366,039 | 13 | March 26, 2024 |
| October 2025 | $418,908,282 | 12 | March 23, 2025 |
| October 2026 | $502,879,532 | 11 | March 23, 2026 |

Regulatory assets under management: $179,600,000 in the October 2022 data and $502,879,532 in the October 2026 data, up 180%.
Total employees: 8 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $418,908,282 to $502,879,532 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Preservation Equity Fund Advisors, LLC (CRD 300968): Form ADV filing data as of October 2026.